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Mastercard

3,088 hedge funds and large institutions have $314B invested in Mastercard in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 1,326 increasing their positions, 1,128 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,088
Holders Change
-5
Holders Change %
-0.16%
% of All Funds
44.91%
Holding in Top 10
255
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-19.3%
% of All Funds
3.71%
New
167
Increased
1,326
Reduced
1,128
Closed
126
Calls
$2.49B
Puts
$2.65B
Net Calls
-$162M
Net Calls Change
+$293M
Name Holding Trade Value Shares
Change
Shares
Change %
1SB
1101
1ST Source Bank
Indiana
$4.98M -$86.5K -196 -2%
PTC
1102
Private Trust Company
Ohio
$4.95M -$1.45M -3,280 -23%
LIP
1103
Lighthouse Investment Partners
Florida
$4.94M +$360K +815 +8%
AG
1104
AlTi Global
New York
$4.92M +$889K +2,015 +22%
BCFD
1105
Boit C.F. David
$4.91M
FMWA
1106
Forvis Mazars Wealth Advisors
Missouri
$4.91M -$555K -1,257 -10%
YAM
1107
Yacktman Asset Management
Texas
$4.91M
SGA
1108
Strategic Global Advisors
California
$4.91M -$256K -580 -5%
GP
1109
Geneva Partners
Wisconsin
$4.9M -$68.8K -156 -1%
FFP
1110
FourThought Financial Partners
Florida
$4.88M +$61.8K +140 +1%
FRA
1111
Frank Rimerman Advisors
California
$4.86M +$4.82M +10,923 +12,555%
FCM
1112
Fairbanks Capital Management
California
$4.85M +$82.1K +186 +2%
AF
1113
Ally Financial
Michigan
$4.85M +$2.43M +5,500 +100%
JWM
1114
Jupiter Wealth Management
Colorado
$4.85M -$513K -1,106 -10%
KHLMTHM
1115
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.84M
SLG
1116
Stanley-Laman Group
Pennsylvania
$4.83M +$163K +369 +3%
GRP
1117
Global Retirement Partners
California
$4.81M +$1.85M +4,183 +62%
TAMH
1118
Taikang Asset Management (HK)
Hong Kong
$4.79M
WAM
1119
Wolverine Asset Management
Illinois
$4.78M +$4.78M +10,843 New
PWM
1120
Peterson Wealth Management
Nevada
$4.77M +$2.56M +5,805 +116%
NED
1121
Nancy E. Dempze
$4.76M +$12.8K +29 +0.3%
GLA
1122
Good Life Advisors
Pennsylvania
$4.76M +$1.35M +3,061 +40%
LSAG
1123
Lake Street Advisors Group
New Hampshire
$4.72M -$72.4K -164 -2%
RWP
1124
RWA Wealth Partners
Massachusetts
$4.72M +$17.6K +40 +0.4%
AFC
1125
AFT Forsyth & Company
Florida
$4.71M +$229K +520 +5%